QuickBooks Online Invoice Template Import Problem

I want to import an invoice into Quickbooks Online, however I have a few specifications that are not working.
1. I want to separate the time and expenses. So the time will be under the normal category and then under the reimbursable will be all the expenses.
2. We have a contract amount column, which would be set at the beginning of each customer, then should carry out to all the invoices for that customer.
3. Prior Billed which would detect the totals that have been previously invoiced.
4. Total billed column that would tally all the that has been billed for that category thus far as well as the current billed.

Attached is a sample of our invoice. Is there anyway to make this invoice as a template in QBO?
Kylie ThomasAsked:
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Colleen Kayter4D AssetsCommented:
It is possible to separate time and expense line items. In template editing, check the product/service box in the activity editing section. Click the "Show more activity options" at the bottom and sort by type or date if you want to group within the product/service categories. Also check the box for showing time.

The two will not be separated by a pretty header like you have in your Word document and worse yet, your sample appears to be progress invoicing which is not available in QBO. About the nearest you could get would be a Balance Forward statement to show the original contract amount (estimate) less amounts paid to date.

The QB community recommends setting up invoices for the entire job, one for each milestone so that you have invoices totaling the contract amount. The statement would show the total contract amount, any amounts paid, and the balance remaining. Not pretty.

If you have multiple contracts for a single client, you could create new sub-clients with opening balances being the total contract amount. The desktop QB Premier includes industry-specific features, including contractor companies and progress invoicing. It might be a better solution for you.


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Kylie ThomasAuthor Commented:
Thanks for your help, I will take a look at Quickbooks Premier.
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